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Best financial advisors in Port Hueneme Cbc Base, CA

Registered advisers within 25 miles of Port Hueneme Cbc Base, CA.

Offices
373
Firms
162
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,674,120 clients when Item 5C has a number
Avg / client
$5.41M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
MARINER
BERNZOTT CAPITAL ADVISORS
KINGSGROVE MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
D.A. DAVIDSON & CO.
TRINITY CAPITAL MANAGEMENT, LLC
EDWARD JONES
SIMPLICITY WEALTH
LPL FINANCIAL LLC
THE RENAISSANCE GROUP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
TCFG INVESTMENT ADVISORS, LLC
LPL ENTERPRISE, LLC
MESA WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Kevin Folino
David Patrick Wire
DAVID PAUL FOLINO
JESSE CLAYTON TAYLOR
Andrew Newell
Zachary Bullard
Ted Elliott Baker
PHILIP JAMES RICASATA
RUSSELL ERIC CHARVONIA
MARK ALEXANDER SCOTT
Curtis Joel DeBoni
JOSEPH BENEDICT MCCARTHY
RONALD DAVID SPEAKMAN
MELANIE ALLISON MARTINEZ
PETER ARNOLD HOCKENMAIER
Emily Ann Reagan
JOHN CORDELL CLAY
HOWARD EVAN KREUTZINGER
JOHN T DISTAD
LENA LISA KALOOSTIAN
Matthew Garland Jones
Noah Jones
JASON DANIEL GRIFFITH
SCOTT MICHAEL KELLY
JOHN HARRISON GRAVES
CHRISTOPHER RAY MCDONALD
SEAN DAVID PATRICK
Sean Quinn Leonard
Gabriel Patrick Swan
Elio Antonio Martinez
Alysia Ann Lindberg
Travis Michael Thomas
Amna Altaf
Sandy Rita Mesa
Roy Lee Valdez
JORGELINA ROISENZVIT
David Biggs
Gerardo Melgar

Within 25 miles of Port Hueneme Cbc Base, CA, Best Investors lists 162 registered investment advisory firms with 373 offices nearby, managing about $14.5T in combined regulatory AUM across 2,674,120 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Port Hueneme Cbc Base

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM